Salesforce Administration Training

Salesforce Admin Course Reviews

The course is practical oriented. Good place for learning.

Salesforce Admin Course Content

Organizational Setup

• Describe the information found in the company information
• Distinguish between the various UI features that an administrator controls

User Setup

• Identify the steps to set up and/or maintain a user
• Understand the implications of activating, deactivating, or freezing a user

Security and Access

• Explain the various organization security controls
• Given a user request scenario, apply the appropriate security controls
• Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions
• Describe how folders can be used to organize and secure communication templates

Standard and Custom Objects

• Describe the standard object architecture and relationship model
• Explain how to create, delete, and customize fields
• Given a scenario, determine how to create and assign page layouts, record types

Sales and Marketing Applications

• Given a scenario, identify the capabilities and implications of the sales process
• Given a scenario, identify the appropriate sales
• Describe the capabilities of lead automation tools and campaign management
• Describe the capability of Salesforce Content

Service and Support Applications

• Given a scenario, identify how to automate case management
• Describe the capabilities of Salesforce Knowledge
• Describe the capabilities of the Community application

Activity Management and Collaboration

• Describe the capabilities of activity management
• Describe the features of Chatter

Data Management

• Describe the considerations when importing, updating, transferring, and mass deleting data
• Given a scenario, identify tools and use cases for managing data
• Describe the capabilities and implications of data validation tools
• Describe the different ways to backup data

Analytics—Reports and Dashboards

• Describe the options available when creating or customizing a report
• Describe the impact of the sharing model on reports
• Describe the options available when creating and modifying dashboards
• Describe the capabilities of custom report types

Workflow/Process Automation

• Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process
• Describe capabilities and use cases for the approval process

Desktop and Mobile Administration

• Describe the capabilities of the Salesforce Mobile App
• Describe the installation and synchronization options of Salesforce Lightning for Outlook

AppExchange

• Identify use cases for AppExchange applications